Website Readiness | Truemed Merchant Help Center

You’ve completed your onboarding call and Truemed is live at checkout. This guide covers the three critical phases to optimize your website: Discovery, Consideration, and Conversion. Following these steps will accelerate your ability to capture HSA/FSA revenue.

Before diving in, confirm that “Pay with Truemed” appears as a payment option on your checkout page. If it does, you’re ready. If not, contact your Customer Success Manager or our support team (partners@truemed.com) before continuing.

Three Stages to a Fully Optimized Site

Enabling Truemed unlocks HSA/FSA revenue. Accelerating it comes from educating qualified shoppers about why they should care. The most successful merchants surface eligibility across every touchpoint. The three stages below show you how.

Stage 1: Discovery

Make HSA/FSA eligibility visible from the moment prospective shoppers hit your homepage. This stage covers navigation links, homepage banners, and product collection badges.

Merchants who complete Discovery well see immediate lifts in HSA/FSA awareness because shoppers encounter eligibility messaging organically as they browse, not just at checkout.

Tactic	Impact
Add HSA/FSA homepage banner	Puts eligibility in front of every visitor, including those who never browse your product catalog
Add HSA/FSA to site navigation	Gives shoppers a persistent entry point from any page, and strengthens SEO and AEO signals for “[brand] HSA/FSA” queries
Create an HSA/FSA product collection with badges	Lets shoppers identify and filter eligible products at a glance, so they build a qualifying cart without guessing

Go to Discovery guide →

Stage 2: Consideration

Give qualified shoppers the information they need to confidently pay with Truemed. This stage covers your HSA/FSA landing page and FAQ updates.

A strong Consideration experience answers the three questions every shopper has:

How does it work?
Which products qualify?
Am I eligible?

Merchants who address these upfront see fewer support tickets and higher qualification completion rates.

Tactic	Impact
Create an HSA/FSA landing page	Educates qualified shoppers on how Truemed works, what products are eligible, and how to pay, giving you one URL to link from nav banner, emails, and ads
Update your FAQ page	Preempts the most common questions (“Am I eligible?”, “How long does it take?” etc.) so shoppers convert without needing to contact support

Go to Consideration guide →

Stage 3: Conversion

Reduce friction at the point of purchase so qualified shoppers follow through. This stage covers the PDP widget, cart and checkout badging, and CX team readiness.

Merchants who add HSA/FSA messaging to their product pages, cart, and checkout see higher checkout conversion and lower cart abandonment because shoppers have confidence their funds will be accepted before they click “buy.”

Tactic	Impact
Install the PDP widget	Surfaces eligibility and estimated savings on the product page, where purchase intent is highest
Add cart and checkout badging	Reassures shoppers their HSA/FSA funds will be accepted right as they’re deciding whether to complete the purchase

Go to Conversion guide →

Marketing Activation Playbook

Once your site is optimized, drive traffic to your HSA/FSA offering. The Marketing Playbook covers launch campaigns and ongoing lifecycle messaging.

Channel	Impact
Launch email	Reaches your entire list on day one, driving the highest single-day spike in HSA/FSA traffic and qualification volume
HSA/FSA paid ads	Targets prospective shoppers outside your owned channels, expanding reach beyond your existing list
Social media	Builds organic awareness and gives you shareable content that customers and affiliates can amplify
SMS announcement	Hits customers in real time, converting high-intent shoppers who may skip email

Beyond launch, the Playbook also covers lifecycle email flows (welcome, abandoned cart, post-purchase, winback) and seasonal campaigns (Q4/BFCM, New Year, Open Enrollment, FSA expiration).

After Launch

The best-performing Truemed partners treat HSA/FSA as an ongoing channel, not a one-time announcement.

In your first two to four weeks, log into your Truemed dashboard and review three metrics: qualification rate (what percentage of customers who start the Truemed flow complete it), HSA/FSA revenue as a share of total revenue, and landing page traffic sources. These tell you where the funnel is working and where it needs attention. Use early traffic patterns to optimize your landing page and iterate on paid ad creative.

On an ongoing basis, integrate HSA/FSA messaging into your lifecycle email flows, plan for seasonal campaigns around peak HSA/FSA spending periods (Q4, New Year, Open Enrollment), and refresh your creative assets quarterly.

Need Help?

Your CSM is your first point of contact for strategy, creative review, and troubleshooting. For general support, email partners@truemed.com. For approved language and claims guidance, see the Compliant HSA/FSA Messaging Guide.